Southern Farm Bureau Life Insurance Company Retirement Plan — Form 5500 plan (Southern Farm Bureau Life Insurance Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Southern Farm Bureau Life Insurance Company Retirement Plan is a benefit plan reported by Southern Farm Bureau Life Insurance Company under EIN 64-0283583 and plan number 001. The latest loaded filing year is 2023. The filing reports 963 participants and $229,947,844 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Farm Bureau Life Insurance Company
- EIN
- 64-0283583
- Plan number
- 001
- Plan type
- 2
- Location
- Jackson, MS
- Latest filing year
- 2023
- Participants
- 963
- End-of-year plan assets
- $229,947,844
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 963 | H, C | 20250401154401NAL0004452707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $229,947,844
- Total liabilities (EOY)
- $696,569
- Net assets (EOY)
- $229,251,275
- Net assets (BOY)
- $245,545,167
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- -$2,655,332
Expenses & distributions
- Benefits paid
- $13,047,712
- Administrative expenses
- $641,467
- Total expenses
- $13,689,179
- Net increase / (decrease)
- -$16,344,511
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Investment Ser | INVESTMENT CONSULTANT | $132,438 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | INVESTMENT CONSULTANT | $40,137 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | TRUSTEE | $28,861 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Farm Bureau Life Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Jackson, MS
- Willis Towers Watson Investment Ser — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- The Northern Trust Company — Schedule C compensation